Three documents, written in your voice and ready to use with your next client. Copy them straight out of the page or take the branded PDF.
Thanks for reaching out to my business. A few questions before we talk so I show up to our first conversation already knowing what matters to you.
Your name and the best way to reach you
Your business or project name
How you found me
Describe the problem in your own words
What have you already tried
What does a good outcome look like for you
When would you like to start
Is there a deadline driving this
What range have you set aside for the work
Who else needs to be involved in decisions
How often do you want updates
Anything I should know before we start
Once I have this I'll read it properly and come back with a clear next step. No pressure and no long sales call.
You told me where things are stuck right now, and what you want the finished result to look like. This proposal is my answer to that. If I got something wrong, tell me and I'll adjust it.
Map the work and confirm the scope with you in writing
Do the work in agreed stages so you always see progress
Hand over everything you need to run it without me
A finished piece of work you can use straight away, plus the notes and files behind it. Nothing is locked in a system only I can access.
The total and the payment schedule are listed below. A deposit holds your start date and the balance is due on delivery.
Reply to approve, or send questions and I'll answer them the same day. When you're ready I'll send the agreement and the invoice for the deposit.
my business
Hi [First name], thanks for getting in touch with my business. I have your details and I'll come back to you within one business day. If it's easier to talk it through, here's my calendar.
Got your answers, thank you. I have read through them and I have a clear picture of what you need. I'll send a proposal by [date].
Your proposal is attached, and take your time with it. If anything is unclear, ask me and I'll explain it plainly rather than sending more documents.
Just checking in on the proposal I sent. No rush at all. If the timing is wrong right now, say so and I'll follow up later in the year instead.
We are booked in. Here is what happens first, what I need from you, and when you'll hear from me next.
Quick update so nothing goes quiet. Here is where we are, and here's what is coming next week.
Everything is ready and attached. Have a look and send me anything you want changed. I'd rather fix it now than have you live with something that's not right.
It was good working with you. If you know someone who needs the same help, send them my way. I'll check in again in a few months to see how it's holding up.